SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,240 filers reported holding SPDR S&P 500 ETF TR in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,459,109 | +28.9% | 3,413 | +33.7% | 0.62% | +28.1% |
| Q2 2023 | $1,131,798 | -13.3% | 2,553 | -19.9% | 0.49% | -21.5% |
| Q1 2023 | $1,304,804 | -13.4% | 3,187 | -19.1% | 0.62% | -18.9% |
| Q4 2022 | $1,507,209 | +5.7% | 3,941 | -1.3% | 0.77% | -3.4% |
| Q3 2022 | $1,426,000 | +15.2% | 3,993 | +21.7% | 0.79% | +24.1% |
| Q2 2022 | $1,238,000 | -8.5% | 3,282 | +9.6% | 0.64% | +0.9% |
| Q1 2022 | $1,353,000 | -6.6% | 2,995 | -1.8% | 0.63% | -5.4% |
| Q4 2021 | $1,448,000 | +41.5% | 3,050 | +27.9% | 0.67% | +29.1% |
| Q3 2021 | $1,023,000 | +14.7% | 2,384 | +14.5% | 0.52% | +3.6% |
| Q2 2021 | $892,000 | -16.3% | 2,083 | -22.5% | 0.50% | -24.4% |
| Q1 2021 | $1,066,000 | +8.1% | 2,689 | +2.0% | 0.66% | -4.9% |
| Q4 2020 | $986,000 | +10.9% | 2,637 | -0.7% | 0.70% | -7.7% |
| Q3 2020 | $889,000 | +6.0% | 2,655 | -2.4% | 0.76% | -4.4% |
| Q2 2020 | $839,000 | -49.7% | 2,720 | -58.0% | 0.79% | -58.9% |
| Q1 2020 | $1,669,000 | -2.7% | 6,476 | +21.5% | 1.92% | +24.1% |
| Q4 2019 | $1,715,000 | +4.4% | 5,330 | -3.7% | 1.55% | -11.1% |
| Q3 2019 | $1,643,000 | -3.2% | 5,537 | -4.5% | 1.74% | -4.9% |
| Q2 2019 | $1,698,000 | – | 5,796 | – | 1.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |